Interact Web User Guide for Appetize

Description: Interact Web is an app-less ordering solution that simplifies the ordering experience and combat application fatigue. This web-based solution is responsive to all screen sizes and can be used by guests to place orders for pickup or in-house delivery.

Note: Interact Web must be enabled by Appetize. Please contact Support for more information. 

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Interact Web Settings

Once Interact Web is enabled, you can customize the settings in Connect.

To customize Interact Web

1. In Connect, select Interact Web > Settings.
2. On the Interact Web Settings page, you can just enter the required information.
   
   • Interact Web URL: Customize the venue URL.
   • Theme: Select a light or dark theme.
   • Color Highlight: Select a highlight color for buttons and text.
   • Page Preview: Shows a preview of the selected theme and highlights color.
3. Select Save Changes.
   
   
   

Adding a Venue Image

The Venue Image will display on the web page as the venue icon.

To add a Venue Image

1. In Connect, select Settings > Venue.
2. On the Venue page, under Venue Image, select the + symbol to add an image.
3. In the file browser window, select the image you want to upload, then select Open.
4. Select Save Changes.

Vendor Roles

A Vendor Role is a group of settings used to configure the Interact Web options for a specific vendor.

A Vendor Role should be created for each Vendor. After the Vendor Role is created, Vendors can be created and assigned to the Vendor Role.

After the Vendor Role is created, the Interact Web settings must be set.

To configure a Vendor Role

1. In Connect, select Options > Vendor Roles.
2. On the Vendor Roles page, select the Vendor Role you want to configure.
3. Under Vendor Image, select the arrow symbol to add an image.
4. In the file browser window, select the image you want to upload, then select Open.
5. A notification message will display on the top-right of the Vendor Roles screen if the update is successful.
   
   

Note: The Vendor Role image is displayed on the Vendor Selection page in Interact Web.

Setting the Vendor Status

Here’s an explanation of Vendor statuses:

• Open: Users can order items from the vendor.
  
• Closed: The vendor is hidden on the app.

To change the status of a vendor

1. In Connect, select Options > Vendor Roles.
2. On the Vendor Roles page, select Yes (Open) or No (Closed) under the Open column.
   
   

OR

1. Select the Vendor you want to open or close.
2. Select the pencil icon under the Status option, and then select Open or Closed.
   
   
   

Setting Vendor for Pickup or Delivery

The POS Pickup Vendor option should be set to pickup or delivery for Vendors.

To configure a vendor for pickup or delivery

1. In Connect, select Options > Vendor Roles.
2. On the Vendor Roles page, select the Vendor Role you want to configure.
3. Under the POS Pickup Vendor option, select the pencil icon, and then select an option.
   • Yes: This vendor is set for Pickup.
     
   • No: This vendor is set for Delivery.

Configuring Alcohol Limitations

You can configure alcohol limitations for each location.

To configure alcohol limitations

1. In Connect, select Options > Vendor Roles.
2. On the Vendor Roles page, select the Vendor Role you want to configure.
3. Select the Alcohol tab. Select the required options.
   • Alcohol Enabled: Governs whether or not the vendor can sell alcoholic beverages.
   • Drink Limit Per Event: Ability to set a specific amount of alcohol sales by item quantity.
   • Drink Limit Per Order: Ability to limit the number of alcohol items per order.
   • Order: Ability to set a specific amount of alcohol item sales per order. 

Configuring Mobile Ordering Options

Each vendor can have customized settings for mobile ordering.

To configure Mobile Ordering Options

1. In Connect, select Options > Vendor Roles.
2. On the Vendor Roles page, select the Vendor Role you want to configure.
3. Select the Mobile Ordering Options tab. Select the required options.
   • Wait Time: Enter the time interval (in minutes) in which an automated text message would be sent to the customer once the status of an order changes to ‘In Progress.’
   • Pickup Vendor: Select Yes if the vendor allows order pickups.
   • Pickup Text Message: Enter a custom message that includes pickup details that will be sent to customers. 
   • Pickup Location: Enter a pickup location. Once the order is ready, a text will notify the customer of where to pick up their order.
   • Type: Select if the vendor sells merchandise or concessions. 

Configuring Mobile Ordering Transactions

Each vendor can have customized settings for fees and tips.  

To configure Mobile Ordering Transactions

1. In Connect, select Options > Vendor Roles.
2. On the Vendor Roles page, select the Vendor Role you want to configure.
3. Select the Mobile Ordering Transactions tab. Select the required options.
   • Convenience Fee: Select Yes to turn on a surcharge or delivery amount.
   • Fee Type: Select a fee type: Percentage or Flat Fee.
   • Fee Amount: Enter the amount of the desired fee.
   • Tip Enabled: Select Yes to give customers an option to leave a tip for the employees.
   • Require Seat Confirmation: Select Yes to prompt customers to confirm their seat selection after placing an order.  

Web Vendors

Web Vendors must be created to set menus for a specific location, identify what areas of the venue it serves, and to establish KDS routing to kitchens.

Creating Vendors

A Vendor is a location that is reconciled as a single revenue center. To add a vendor, please reference How to Create a Vendor.

Note: Remember to add the corresponding Vendor Role.

Tax Groups for Venues

Tax Groups can be created and applied on a Vendor level once the Tax Rate is active. To add Tax Rates and Groups, please reference Tax Per Item: Tax Rates and Tax Groups.

Configuring taxes for Vendors

Taxes can be applied to a Vendor Role, which will apply to the associated Vendors.

To configure taxes for a Vendor

1. In Connect, select Options > Vendor Roles.
2. On the Vendor Roles page, select the Vendor Role you want to configure.
3. Select the Tax Group tab.
4. Select Assign Tax Group to add the previously created tax group with a tax rate assigned.
5. All items sold through the vendors assigned to the Vendor Role will be taxed at that rate.

Layouts

A Layout is used to program seating charts into the system that can be used for Interact Web. When a guest logs into Interact Web they can enter their seat assignment and only the respective vendors will display for ordering.

Note: The system creates a Default Layout upon setup of a venue. All programming will correspond to this layout by default. The name of this layout can be changed if needed.

Creating Layouts

You can edit the existing Default Layout if only one layout is needed. If multiple layouts are needed, you can create additional layouts. To create a new Layout, please reference How to Create and Edit Layouts.

Assigning Seating Charts to Vendors

Once the Levels have been created, they can be assigned to their respective vendor.  

To assign a seating chart to a vendor

1. In Connect, select Vendors.
2. On the Vendors page, select the Vendor you want to modify.
3. Select the Serves tab.
4. Select a Level to enable this vendor. Multiple levels may be enabled per vendor.
5. Select the specific rows and seats associated with the vendor or select Check All.
6. Select Save Changes.

Items

Items are the goods (food, drink, and merchandise) sold through Interact Web. Items can be assigned to specific Vendors.

Creating Modifiers

Create Modifiers for Items that have custom options. Those options can be selected when a user purchases an item (Ex. a modifier for a cheeseburger could be the type of cheese). Modifiers can be assigned to an Item at a specific Vendor. To create Modifiers, please reference the Item Modifier article.

Required Modifiers

If the modifiers are required to add the item to the cart to complete checkout, an Item Wizard will need to be created. An example would be a Fountain Drink for which you have to choose a flavor before adding to the cart (Coke, Sprite, Lemonade, etc.). Please reference Setting up a Wizard with Modifiers for an Item to complete that process. 

Assigning Items to Vendors

Items can be individually assigned to a Vendor by marking them as Active or Inactive.

To assign an item to a vendor

1. In Connect, select Items > Items.
2. On the Items page, select the Item you want to assign to a vendor.
3. Select the Assigned Vendors tab.
4. Select Add Vendor to assign the item to a vendor. 
   
   
   
   
5. In the Add Vendor window, select on Assign/Unassign Vendors.
   

Note: Items can be assigned to multiple vendors and subvendors.

Adding Promo Codes

Add a Promo Code if you want to apply the following types of discounts to orders or items:

• percentage off
• flat dollar amount off
• full comp
  

To add and assign a Promo Code to the Interact Web vendor, please reference How to Create Codes/Promos.

To enable Promo Codes on a Vendor Role

1. In Connect, select Options > Vendor Roles.
2. On the Vendor Roles page, select the Vendor Role you want to configure.
3. Under the Promo Enabled option, select the pencil icon, and then select Yes.